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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (146393)	11/3/1999 1:03:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Paul, Hi!!! RE: I am back after a well-needed rest from SI. Here are my thoughts (such as they are) concerning Dell. Welcome back my friend....I can tell you one thing...we all missed ya.... Hope all is well in the family and the rest was rewarding... DELL is conquering the world...Yes, the prices of components can work in both directions...But if there is one company that has the model to turn on a dime and use their leverage for any concern...it's the company that you amongst many have taught us to trust...and surely the management doesn't hurt our chances... :o) Welcome back ...not having posts from Mohan and you has saved me money...My notebook budget is in the black... Best, Kemble

To: Chuzzlewit who wrote (146393)	11/3/1999 1:51:00 PM
From: jhg_in_kc	Read Replies (1) \| Respond to of 176387

Chuzz, welcome back, cat. I have missed your wit and wisdom. Hope you and your wife are well. WHy did you stay away so long? jhg

To: Chuzzlewit who wrote (146393)	11/3/1999 2:41:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Chuzz, ..Re:. But, let's not get too euphoric. Dell's model is vulnerable to component price increases. First of all, welcome back and thank goodness you returned! <g> Secondly, I'm afraid we are way too euphoric considering the recent developments with DRAM and LCD prices and other problems. There also seems to be extended vision regarding the high-end server market and in particular, competition with SUNW. However, as you can see, SUNW doesn't count Dell as a competitor, (from their 1999 Annual report). sun.com At any rate, any and all comments solidly grounded in reality are welcomed. <g> Glad to hear all is well. Cheers, Lee

To: Chuzzlewit who wrote (146393)	11/3/1999 4:08:00 PM
From: T L Comiskey	Respond to of 176387

Greetings Chuzz.......hope all is well......Tim......Sorry Thread if this is old news ..still long D but cruise by less often......... NEW YORK, Nov 2 (Reuters) - The lawyers who negotiated a $2.1 billion settlement from Toshiba Corp. < >6502.T> over a problem with the company's notebook personal computers sued five other PC makers, again alleging defective products, the Wall Street Journal said. It said the suits were filed in federal court in Beaumont, Texas, and accuse Compaq Computer Corp. , Hewlett-Packard Co. , NEC Corp. Packard Bell-NEC Electronics Inc. and eMachines Inc. of selling PCs with defective floppy-disk drives. A similar claim was made in the Toshiba suit. Compaq said it would defend itself against the suit, calling it 'completely baseless and without merit,' the Journal said, while representatives of Hewlett-Packard, eMachines and Packard-Bell NEC said they had not seen the suit and declined comment. NEC representatives could not be reached, the Journal said.